Best Abacus CRM Alternatives in 2025
Find the top alternatives to Abacus CRM currently available. Compare ratings, reviews, pricing, and features of Abacus CRM alternatives in 2025. Slashdot lists the best Abacus CRM alternatives on the market that offer competing products that are similar to Abacus CRM. Sort through Abacus CRM alternatives below to make the best choice for your needs
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Paddle CRM
Paddle CRM
$197 per monthThe Reviews & Messaging Solution for Local Enterprises. Paddle CRM serves as a comprehensive online tool designed for local enterprises, equipping them with essential features for lead generation, customer interaction, review management, and payment processing. This platform enhances customer acquisition, boosts ratings, fosters a strong reputation, accelerates payment collection, and facilitates effective communication with clients. Among its key offerings are: Automated online review management: Streamline your review requests, manage all responses from a single dashboard, and enhance your overall ratings. Direct messaging capabilities: Engage with customers through various channels, including text messaging, Facebook Messenger, Google Messages, and an integrated webchat. Secure payment collection: Effortlessly gather payments by sending a secure payment link to customers' mobile devices. Comprehensive CRM functionalities: Broaden your customer base with tools like lead importation and enhanced client communication features, ensuring a more robust engagement strategy. Paddle CRM ultimately empowers local businesses to thrive in a competitive landscape. -
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Adapt.io is a powerful B2B lead intelligence platform that simplifies prospecting and data enrichment for sales and marketing teams. It offers a vast database of over 250 million contacts and 12 million company profiles, providing accurate contact information such as direct dials and email addresses to help users connect with decision-makers across various industries. The platform features advanced filtering tools that enable users to create highly targeted lists based on criteria like industry, job title, location, and company size. It also integrates seamlessly with popular CRM systems and includes a Chrome extension for real-time access to data while browsing LinkedIn or company websites. Adapt.io uses robust verification processes to ensure data accuracy, reducing bounce rates and increasing campaign effectiveness. It caters to organizations of all sizes, from startups to large enterprises, helping them save time and resources during lead generation efforts. By empowering teams with actionable insights, Adapt.io enables businesses to strengthen their outreach strategies, improve conversions, and drive sustainable growth.
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Abacus Nursery Software
Parenta
$1.00/month Uncover how our nursery management software can provide you with extra hours throughout the week to enhance children's educational experiences. Abacus nursery management software enables you to focus on creating a nurturing and supportive atmosphere for the children in your care by alleviating the burden of mundane administrative tasks that often consume too much of your valuable time. If you're eager to free up more hours during the week and work in a fast-paced environment, Abacus stands out as the ideal nursery software solution for your needs! Users have reported that incorporating Abacus has led to a remarkable 50% reduction in planning and preparation time within their nurseries. Additionally, the system guarantees that all information is stored securely and in compliance with GDPR regulations, ensuring that data protection remains a priority for your organization and offering you peace of mind as you focus on what truly matters—caring for the children. Embrace the efficiency of Abacus and witness how it transforms your nursery operations while enriching every child's learning journey. -
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Abacus Private Cloud
Abacus Data Systems
Protect your business and information within a virtual environment through Abacus Private Cloud, a management solution for private cloud infrastructure. Users can connect to this private cloud at any time using their smartphones, laptops, desktops, or tablets, ensuring flexibility and convenience. Abacus Private Cloud also allows law firms to evaluate their existing disaster recovery strategies and provides support in creating tailored solutions. Additionally, it adheres to ePHI and HIPAA regulations, safeguarding the integrity and confidentiality of organizational data. This commitment to compliance not only enhances security but also fosters client trust in the organization’s data handling practices. -
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Abacus Financial Accounting
Abacus
Abacus Financial Accounting has demonstrated its effectiveness over approximately 35 years and is utilized by numerous companies and fiduciaries of varying sizes. It has firmly established its place as a key element within a modern, all-encompassing ERP solution across diverse industries. Within the realm of financial accounting, cost accounting provides tailored solutions aimed at enhancing internal control over cost centers and units. Serving as a vital analytical tool, Abacus Cost Accounting is indispensable for management in any business context. Maintaining a clear oversight of outstanding items is crucial for a company’s financial health. Additionally, Abacus Accounts Receivable plays a significant role in managing sales, allowing for the assessment of customer creditworthiness right at the offer or order entry stage. Furthermore, Abacus Accounts Payable optimizes your workflow by enabling the digital processing of supplier documents, thus improving efficiency across the board. As a result, organizations can expect to see increased productivity and better overall financial management. -
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Emburse Abacus
Abacus
$9 per user per month 1 RatingEmburse unites some of the most esteemed and effective financial automation tools available globally. Within our range of products, Emburse Abacus embodies a commitment to making work more human-centric while providing expense management and corporate card solutions tailored for smaller enterprises. With its real-time expense reporting capabilities, Abacus simplifies the automation of team reimbursements, corporate card reconciliations, and adherence to your expense policies. The provision of precise, up-to-the-minute information empowers you to make informed choices regarding expense approvals, as well as evaluating company expenditures, budgets, and investment returns. By allowing you to concentrate your efforts on exceptions, Abacus enhances your operational efficiency. It identifies and highlights expenses that may breach policy, are nearing budget limits, contain discrepancies, or could be fraudulent. Furthermore, Abacus generates expense reports using trustworthy data sources, including receipts and card transactions, ensuring that all records are thorough and precise, thereby bolstering financial integrity. This comprehensive approach not only streamlines expense management but also cultivates a more transparent financial environment for your organization. -
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ShowroomHQ
ShowroomHQ
Enhance your wholesale operations by utilizing ShowroomHQ's Customer Relationship Management (CRM) system, designed specifically for multi-line sales agencies and clothing and apparel brands. Manage unique commission structures, pricing details, supplier approvals, and additional features with ease. Keep a record of market appointment bookings and phone calls made to potential clients. Communicate with your customer base through personalized or mass emails, complete with customizable filters. Visualize your customer locations using Google Maps integration for better strategizing. Import customer information from multiple sources in just a few minutes to streamline your workflow and improve efficiency. With these tools, you can foster stronger relationships and drive growth in your business. -
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Spotler Engage
Spotler
With Spotler Engage, you can seamlessly manage webcare, messaging, social media publishing, and monitoring all from a single, user-friendly tool. Establishing strong relationships with your customers is crucial for any thriving organization. By delivering exceptional support, you can transform your customers into loyal connections. This platform enables you to oversee all your social media channels, ensuring that you remain informed and can contribute meaningfully where it counts. You can easily track both online and offline conversations through its thorough monitoring capabilities. Stay responsive to current events and keep abreast of everything that influences your brand and reputation. By consolidating all online communications into one streamlined dashboard, you can maintain a clear perspective and stay informed. The publishing feature in Spotler Engage makes it simple to distribute your valuable content to your desired audience. By ensuring efficient and high-quality service across all channels, you not only enhance customer satisfaction but also maintain a holistic view of your engagement efforts. Ultimately, this leads to a more connected and responsive approach to customer relationships. -
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YoroCRM
Yoroflow
YoroCRM provides an extensive array of features and tools designed to assist businesses in overseeing their customer interactions, sales processes, and marketing initiatives. The comprehensive nature of these functionalities is why YoroCRM is often regarded as the most beloved sales automation platform globally, delivering a holistic approach to customer relationship and sales management. Additionally, YoroCRM enables organizations to effectively manage and analyze customer interactions and data throughout their entire lifecycle, incorporating essential information such as contact details, sales history, and communication records in a centralized system. This cloud-based sales automation solution ensures that users can access their data from any location with an internet connection, promoting greater flexibility and facilitating improved collaboration among team members. Ultimately, YoroCRM empowers businesses to enhance their efficiency and effectiveness in managing customer relationships and driving sales. -
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Gather essential details about your clientele by consolidating all your contacts in a single platform. Link your accounts with LinkedIn and various social networks to effortlessly gather important insights. By collecting the necessary customer data, you can gain valuable perspectives. Organize your contacts based on all available information to ensure you never overlook a conversation. Communicate effectively with the right individuals at the optimal moments, enhancing your communication quality while saving time with automation. Engage in real-time discussions and facilitate information sharing among your team. Foster stronger relationships with your clients through consistent communication. Simplify the management of your business relationships by having all your customer interactions accessible in one location. Quickly access everything you need, including an overview of your recent conversations. Utilize various lists to maintain organized discussions and streamline your communication process further. This approach not only enhances efficiency but also contributes to a more structured way of managing customer relationships.
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Aritic Sales
Aritic
Contacts vary significantly in their nature, and we recognize that some can lead to intricate relationships. Aritic Sales offers a versatile and skillful approach to forge connections with diverse contacts, seamlessly integrated within the CRM platform. For example, it's possible to associate a contact with an unrelated business if that alliance could expedite the purchasing process. By utilizing Aritic Sales CRM software, you can attain a comprehensive 360-degree perspective on both macro and micro levels, enabling you to pinpoint deals—whether they are open, won, or lost—set crucial milestones, monitor customer interactions, and assess conversion probabilities. The system automatically captures new leads from all your channels, allowing you to oversee customer journeys, track real-time data, and intelligently manage and foster relationships to maintain a robust sales pipeline. This suite of advanced sales CRM features ensures you have everything necessary for a seamless funnel management process and a highly efficient sales cycle. Ultimately, Aritic Sales empowers you to optimize your sales strategies and enhance customer engagement like never before. -
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SalesOutlook CRM
SalesOutlook, Inc
$25.00/month/ user SalesOutlook's Outlook CRM integrates with Microsoft Outlook to provide a complete customer relationship management (CRM), and email marketing system. All customer data is automatically synced to our Outlook-based CRM. SalesOutlook CRM relies on Microsoft Outlook to save all files and email correspondence. There is no need to have a dedicated MS SQL server database because all data is saved to the contact's profile. SalesOutlook Outlook CRM's intuitive interface offers a variety of features that optimize the user experience. You can drag and drop contacts into different lead categories such as "Opportunity", or "Customer Inquiry" right from your email interface. Right-clicking on a customer's name will give users instant access to contact information. Our Outlook CRM is a specialized system which builds on an email medium that is frequently used to create a CRM that optimizes user efficiency. -
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Founders Abacus
Founders
Our cloud-powered dashboards are meticulously crafted to give you peace of mind regarding the status of your revenue cycle. Abacus centralizes the tracking of production outcomes while providing individual summaries, ensuring that staff, managers, executives, and clients remain aligned. Each task is date stamped upon receipt and monitored like a package, allowing for comprehensive management oversight of all activities and personnel. Accessible via the web with IP restrictions, this singular platform offers a cohesive viewpoint across various billing applications. It enables detailed analysis of tasks, facilitating necessary adjustments as needed. This system liberates our managers from the burdens of assignments and reporting, allowing them to concentrate on effective oversight. Additionally, it quantifies work and productivity, enabling staffing adjustments to optimal levels. Responsibility is clearly defined for both tasks and follow-up items, eliminating any guesswork regarding daily objectives. The automated distribution of daily work ensures efficiency, while manual rerouting options are also available. Furthermore, the framework includes production and QA work queues, as well as AR comment templates to streamline processes. With these enhancements, teams can work more efficiently and effectively than ever before. -
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Skeepers
Skeepers
Our comprehensive SaaS platform addresses all aspects of Customer Engagement, encompassing management, marketing activation, and ROI measurement. We assist brands in cultivating a refreshed and harmonious relationship with their customers, crucial for thriving in a consumer-driven landscape. Our solutions are designed to enhance the connection between businesses and their clientele, transforming customer interactions into profitable ventures. We empower companies to gather and utilize customer insights for informed, data-driven decisions that drive business improvement. By leveraging our all-in-one solution, businesses can effectively harness customer feedback through collection, analysis, and sharing of reviews, turning their customers into invaluable assets. Additionally, our platform utilizes artificial intelligence to amplify both online and physical store sales. With our service, you can effectively engage your audience by delivering personalized marketing campaigns across multiple channels. Furthermore, we offer a unique opportunity to host live shopping events and individual sessions through live video streaming on your e-commerce site and social media platforms, enhancing customer interaction and sales potential. This multifaceted approach ensures that your brand remains competitive and connected in an ever-evolving market. -
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Clouderial Project
Clouderial
$10.00/month/ user Distribute your documents seamlessly among clients, suppliers, and colleagues while controlling visibility for each through an intuitive, yet robust interface. Our applications are designed with essential functionalities that adhere to web standards, ensuring efficiency. Stop spending time on tedious updates across different platforms; our solutions allow for data sharing across applications. To enhance security and confidentiality, we host our services with a leading Cloud provider. In terms of online project management, you can establish a budget, log projected expenses, and monitor progress using key performance indicators (KPIs), all while keeping your contacts informed about your project. Experience a revolutionary approach to project management where you can easily create quotes or invoices using abacus estimations and share them with your clients or suppliers. Kickstart your project directly from the quote and generate the invoice with just a single click, simplifying your workflow. Embrace this innovative method and transform how you manage your projects today. -
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LexisNexis InterAction
LexisNexis
Discover a cutting-edge CRM platform designed specifically for law firms, enabling you to transform relationship insights into tangible outcomes. Utilize your firm’s essential relationship intelligence to identify and seize new revenue streams. With InterAction Business Edge, you can access comprehensive dashboards and reporting tools that provide firm-wide perspectives on critical targets and opportunities. This platform consolidates your firm’s client and prospect information to create a more holistic view of your relationships. InterAction Mobility ensures you have full access to the relationship data you depend on, no matter where you are. By employing our specialized business development software, you’ll gain the ability to enhance your firm's strategies and more effectively allocate your marketing and business development resources for a competitive edge. Ultimately, InterAction Business Edge empowers you to secure more business from both existing clients and potential prospects, driving your firm's growth and success. Embrace this innovative solution to elevate your relationship management to the next level. -
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HomebuilderONE
sa.global
Homebuilders that produce high volumes of homebuilders can optimize their business processes, operations and margins by leveraging the power HomebuilderONE. This single, end-to-end modern enterprise planning (ERP), solution is built on Microsoft Dynamics 365 and connects all aspects of the business. HomebuilderONE provides native mobile device access. HomebuilderONE provides complete system functionality from any device. Users can access data and input information on the go, whether they are at work or in the field. The most complete ERP solution on the market, HomebuilderONE leverages the flexibility of cloud hosting and mobile accessibility. The HomebuilderONE ERP solution is the best in the homebuilding market. HomebuilderONE allows more homes to be built with greater efficiency, consistent repeatability, and a higher quality. It also reduces the time it takes to create new plans, open new communities and expand into new markets. -
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ACMA Engage
Accreditation Council for Medical Affairs (ACMA)
ACMA Engage is an advanced Customer Relationship Management (CRM) solution crafted by the Accreditation Council for Medical Affairs (ACMA) to boost the productivity and effectiveness of Medical Affairs teams and Medical Science Liaison (MSL) professionals. This online platform ensures accessibility on various devices, allowing users to efficiently oversee interactions with Key Opinion Leaders (KOLs) and manage medical affairs functions without hassle. Created with contributions from industry specialists and insights from numerous BCMAS-certified experts, ACMA Engage boasts a comprehensive, searchable database that contains valuable information on healthcare opinion leaders connected to disease treatments and the use of pharmaceutical or biopharmaceutical products. Noteworthy features encompass management of in-person meetings with influential thought leaders, supervision of Phase IV clinical trials, a holistic view of compliant interactions, and educational alignment aimed at enhancing patient outcomes. Additionally, the platform's user-friendly interface streamlines workflows, making it an indispensable tool for professionals in the medical field. -
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TOPIX
TOPIX Business Software AG
TOPIX is a versatile software solution that offers a wide array of services tailored to meet various business needs. As your company's requirements evolve, TOPIX can be seamlessly expanded to accommodate growth. The interface is designed for clarity and organization, ensuring that data entry is streamlined and reducing the risk of duplicate information. By providing a comprehensive ecosystem, TOPIX eliminates the necessity for additional standalone applications. Users benefit from an integrated view of their data, allowing for immediate access to all pertinent information. Furthermore, transaction data can be directly transformed into appointments and offers, minimizing the need for departments to re-enter information that is already available. This enhanced visibility simplifies tasks, enabling teams to operate more efficiently, with reduced stress and fewer mistakes. The improvements in time management are evident, leading to an increase in productivity: Our solution optimizes workflow management within your organization. TOPIX is ideal for those seeking software that enhances efficiency and facilitates the automation of their business processes, ultimately driving success. In a rapidly changing business environment, TOPIX stands out as a key ally in achieving operational excellence. -
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InfiniteCRM
PAT
InfiniteCRM assists you in effectively managing interactions with customers, potential clients, and partners, fostering high-quality relationships and creating positive experiences that benefit both your customers and your business. It is offered in both On-premise and Cloud formats, as well as through a mobile application, ensuring seamless integration with various company infrastructures and specific needs. You can conveniently manage customer relationships using the platform on your smartphone or tablet. Tailor and establish processes that align with your business goals and requirements. As a vital component of your IT ecosystem, InfiniteCRM connects with management and ERP systems through web services. You can design and automate business and service workflows to enhance customer interactions. Engage with your customers and exchange information through your chosen communication channels. With support for six languages already implemented, InfiniteCRM can easily adapt to your multilingual needs and expand further as necessary. This flexibility ensures that businesses of all sizes can utilize InfiniteCRM effectively, enhancing overall productivity and customer satisfaction. -
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dovyo CRM
dovyo Technologies
$11/month/ user dovyo CRM embodies empowerment for every stakeholder--individual users, teams, and valued customers--fostering a culture of success across diverse business functions. dovyo's CRM is a catalyst of growth, collaboration, and efficiency by seamlessly integrating sales, marketing, and support functions. Its intuitive interface, robust features, and powerful functionality empower users to streamline their processes, make informed choices, and provide unparalleled customer experiences. Teams can create deeper customer relationships with centralized data, and achieve more impactful business outcomes. dovyo CRM is committed to nurturing success beyond internal operations. This includes enhancing customer satisfaction, loyalty and retention. It is a dynamic platform which aligns efforts, inspires innovation and propels organisations towards sustainable success in the competitive landscape of today. -
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Orgzit
P3Infotech Solutions
We simplify Sales, Quotation and Service by moving away from scattered spreadsheets to a single, centralized application. We help you save time and keep you informed. All information about the sales process is available in one place. Customers, Opportunities, Quotations and Orders, Invoices, Service Tasks and any other information you may need. We can help you improve your communication vertically and horizontally. We offer a platform for sales managers, service reps, estimators and finance to communicate about the sales process. CRM software for sales reps offers complete information and seamless transitions. Consolidating information in one tool can increase employee productivity and communication. All customer information can be tracked in one place without any compromise on data security or ease of use. You don't have to stop improving your sales process by using a traditional enterprise CRM. -
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HyperTeam CRM
HyperTeam
$99 per monthThis means that we strive diligently to expand our network, finalize more transactions, recruit additional staff, and create an array of products. However, the road to expansion presents its own set of challenges, as the volume of data that must be connected, structured, and shared across various departments increases significantly. Opportunities that could have been pursued often slip through the cracks, essential information can become misplaced, and miscommunication frequently occurs. This leads to slower processes, causing frustration for both customers and employees alike. To combat the issue of lost documents, consider seamlessly attaching them to clients, opportunities, and events. You can efficiently manage and categorize your emails in the HyperTeam CRM by integrating them directly from your Outlook account. Moreover, enhance teamwork and eliminate miscommunication by swiftly assigning tasks and subtasks directly within the system, ensuring that everyone remains aligned and informed. Embracing these tools not only streamlines operations but also fosters a more cohesive working environment. -
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Aurea CRM
Aurea
Oversee every lead, opportunity, and client interaction during their journey using Aurea CRM — a robust solution for customer relationship management that includes integrated campaign management features. Aurea CRM empowers you to embed customer engagement tools throughout your sales teams. With comprehensive capabilities for both sales and marketing, we offer a centralized platform that provides a clear snapshot of team activities, sales pipelines, and essential performance metrics, enabling you to prioritize tasks and make well-informed choices. You can conveniently access all necessary customer and prospect information in one place whenever you need it. Utilizing user-friendly mobile tools, sales personnel can retrieve and modify data directly from the field, enhancing their productivity. Furthermore, improve your opportunity management processes with insights driven by data, allowing you to leverage relationship networks effectively and pinpoint the most promising opportunities within your sales funnel. This streamlined approach not only fosters better decision-making but also enhances overall team collaboration. -
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Saleskit
Saleskit
$200.00/one-time Saleskit provides integrated software solutions that optimize customer relationship management, enterprise resource planning, and human resource management. Their CRM system helps businesses manage contacts, sales pipelines, and communications while automating customer-related tasks. The ERP module ensures better control over business operations like finance, inventory, and supply chain management, all from one platform. Meanwhile, the HRM solution simplifies employee management by tracking attendance, payroll, and performance. Saleskit's solutions are flexible, offering businesses the tools they need to improve productivity, streamline processes, and scale effectively. -
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abacusFlex
Abacus Group
AbacusFlex is an all-encompassing, secure, and expertly-managed IT platform that allows you to operate your technology as a service seamlessly. Offered as a subscription model with monthly billing, it features rapid and adaptable deployment tailored to adhere to financial services regulations, enabling you to concentrate on your business rather than the complexities of technology. With a dedicated team of certified security experts and disaster recovery specialists, along with a comprehensive suite of compliance tools readily available, the Abacus cloud platform is meticulously designed to satisfy the requirements of both regulators and investors alike. Our state-of-the-art continuous security measures guarantee that your IT systems are vigilantly monitored and safeguarded around the clock against potential cyber threats, providing you with peace of mind in an increasingly digital landscape. Additionally, this robust infrastructure allows you to scale your operations effortlessly as your business evolves. -
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OrangeCRM
OrangeCRM
$499 per monthRecognizing that every business operates with its own distinct processes, objectives, and demands, OrangeCRM delivers the adaptability required through a wide-ranging assortment of modules tailored for a personalized Relationship Management system. Each module acts as an additional element that integrates effortlessly with your OrangeCRM database, enhancing functionality and tools in alignment with your unique business needs. Our extensive array of modules caters to all types of businesses—whether you are a fledgling startup or a large enterprise with complex requirements—ensuring that OrangeCRM is sufficiently versatile to function as a comprehensive solution for organizations of any scale. Among these, the Analytics module stands out by providing essential business intelligence, robust analytics, and real-time reporting capabilities that allow for thorough data interpretation and analysis. Furthermore, our web-based platform empowers authorized users within your organization to swiftly access and track vital metrics, facilitating timely and informed decision-making. This level of accessibility and customization ensures that you can adapt your approach as your business evolves. -
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CAS genesisWorld
CAS Software AG
Transform your company's customer relationship management with CAS genesisWorld, the leading CRM software on the market. This robust solution offers a variety of adaptable modules that align perfectly with your specific business needs. With intelligent integrations, it seamlessly connects to your current systems, ensuring customer data is efficiently captured, updated, and utilized across all departments. Your organization can operate as a unified team, delivering exceptional service that leaves a lasting impression on your clients. Take advantage of streamlined corporate processes and access up-to-date customer information in a centralized CRM platform. Effortlessly manage all customer sales and service data, and make real-time updates from any mobile device while on the go. Leverage current insights to deliver top-notch consulting and services to your customers. Tailor your CRM solution to suit the unique demands of your industry and accommodate your business size, while also creating personalized offers that resonate with your target audience. By doing so, you will enhance engagement and drive growth within your company. -
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Sage and Xero's growing CRM. Easy way to empower your sales team, nurture customers, and grow your business. Contact management. All your contacts can be imported from Sage in minutes and synchronized with Xapsys CRM in just minutes. Search engines make it easy to find contacts instantly. You can filter by account manager, company type, city, or city. You can create new companies with different currencies, tax rates, and price bands, and assign them to your account manager. The "find on Maps" widget will save you time and populate all fields that are known from the company's name. Sales pipeline. Track and manage your sales opportunities easily to help you prioritize your work. You can move prospects from one stage of the sales process to the next in just a few clicks. You can customize your opportunity statuses to reflect the steps in your sales process and the certainty percentage that you usually experience for each stage.
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BizSuite+
Technext
Technext's BizSuite Plus is a robust, comprehensive business management platform tailored to address the varied requirements of contemporary organizations. By providing a cohesive blend of essential features such as finance, inventory control, project oversight, sales management, customer relationship management (CRM), and analytics, BizSuite Plus enables companies to enhance their operational efficiency and utilize data-informed strategies. Its user-friendly design and adjustable modules allow for flexibility across different sectors, while the cloud-based framework guarantees accessibility and teamwork from any location. In addition to its superior automation capabilities and real-time analytical reporting, BizSuite Plus assists businesses in optimizing their workflows, minimizing expenses, and fostering sustainable development. Ultimately, this solution not only streamlines processes but also positions enterprises for long-term success in a competitive landscape. -
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Intrix CRM
INTERA
Having a comprehensive summary of clients, customers, and all relevant contacts consolidated in one location will help you and your team save valuable time. By efficiently tracking and finalizing sales prospects, you will enhance the number of projects successfully completed. The calendar and planner feature offers a clear 360° view of meetings, their minutes, and the weekly activity plans for the sales team members. Intrix CRM delivers a holistic perspective of customers along with a summary of all sales activities conveniently housed in one platform. For every client, you can keep track of all essential details, which can be documented by either you or your colleagues. This accessibility empowers your employees to cultivate outstanding business relationships with customers, as all vital information is readily available. Intrix CRM also facilitates the integration of data from Bisnode, allowing you to access not only contact details but also financial insights of the targeted companies in Croatia, Slovenia, Bosnia and Herzegovina, and Serbia with just a single click. This streamlined process ultimately enhances both efficiency and productivity within your sales operations. -
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Service Hub CRM
Service Technologies
Service Hub CRM delivers exceptional service effortlessly. Typically, it may require more than three calls to connect with a customer for setting an appointment, which can be frustrating. Empower your employees to deliver outstanding customer service by utilizing our tools. Effective communication is essential in building any relationship, and we understand that every detail counts. Our software can be tailored specifically to meet the unique demands of your business. Instead of juggling multiple systems, why not unify them for a smoother experience? Our dedicated team is here to guide you through our platform, ensuring you master its features. Access all necessary information directly from your dashboard, enhancing your workflow. Technicians can provide real-time updates on ticket statuses to both you and your clients. Manage your orders seamlessly through our app for greater productivity. With our GPS features, never lose your way to your next appointment. Easily upload files from your device for quick retrieval, and stay informed with notifications about your order statuses directly on your phone. All these features work together to create a more streamlined and efficient service experience. -
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Respond to customer perceptions more rapidly than ever before by uncovering and prioritizing your key brand drivers. Evaluate your brand equity in comparison to competitors and identify emerging trends within your industry. Ensure your marketing strategies and positioning align with current trends while gaining insights into your customers' beliefs. Communicate effectively by resonating with their language and understanding how shifts in customer perceptions influence your brand. Utilizing the power of Artificial Intelligence, our analytics platform examines billions of customer opinions from diverse data sources in real-time to highlight the topics that matter most to consumers. Clootrack expertly differentiates between valuable reviews and trivial remarks, while also grasping the emotional weight behind opinions to pinpoint customers’ urgent needs with clarity. This comprehensive understanding empowers brands to adapt and thrive in a constantly evolving market landscape.
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TurnLink Sales Manager
TurnTree Solutions
$35 per user per monthThe TurnLink Sales ManagerTM is an online Customer Relationship Management (CRM) solution tailored for manufacturers and their representatives. This software enables you to monitor the extensive data involved in the relationships among manufacturers, retailers, and distributors. With TurnLink, you can easily export orders to any version of Intuit's QuickBooks, streamlining your order processing. By providing each representative with a TurnLink account for online order placement, you can safeguard your QuickBooks file from unauthorized access. This feature helps to prevent the redundancy of entering orders into two separate systems. To ensure seamless operation, a range of customization options is offered, keeping TurnLink and QuickBooks perfectly aligned. Additionally, the TurnLink Sales Manager boasts a robust order form designed to accommodate direct orders, including sample requests and multiple warehouse needs, as well as the intricate requirements of third-party distributor Turnover orders. This flexibility makes it an invaluable tool for managing complex sales environments effectively. -
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Aptean CRM
Aptean
$60 per monthAptean CRM offers leading industry practices aimed at enhancing customer relationships and bolstering your competitive edge. Are you prepared to achieve measurable business outcomes while managing risk and minimizing costs? This CRM solution provides a comprehensive overview of your customer interactions. It is specifically crafted to equip your organization with precise data on sales, marketing, and customer service, ensuring that all teams collaborate effectively and stay organized. With an extensive record of marketing initiatives, sales activities, and service engagements, along with insights into customer traits and preferences, Aptean CRM software empowers you to optimize every customer interaction and make informed decisions based on up-to-the-minute data. Furthermore, Aptean CRM is designed to simplify your business operations and automate routine tasks, which helps conserve both time and financial resources. The software assists your team throughout the sales cycle, from arranging appointments and sending follow-up reminders to composing emails and creating quotes, thereby enhancing overall efficiency and productivity. Ultimately, Aptean CRM not only supports operational excellence but also fosters long-lasting customer loyalty. -
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SBank CRM
SWORD BROS
The primary aim of Customer Relationship Management for businesses is to foster customer loyalty and attract new clients. When clients are pleased with the services they receive, they are less inclined to seek alternatives elsewhere. SBank-CRM enhances your understanding of your clients and improves service delivery through its intuitive, consolidated dashboard. This platform provides a unified interface that allows you to grasp customer requirements, deliver personalized services, and make informed decisions. SBank-CRM aggregates data from operational systems, business intelligence, and decision support systems into one cohesive platform. With its powerful customer analytics, it not only bolsters customer satisfaction but also uncovers new sales opportunities by offering real-time insights into customer data, including financial summaries, product engagement, purchase likelihood, profitability, and other critical analytical metrics. Furthermore, the system's user-friendly design ensures that businesses can quickly adapt to changing customer needs and market trends. -
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DealerPeak
DealerPeak
DealerPeak made its debut in the automotive industry in 1999 by launching a Lead Collection Management system that spanned 17 locations. Today, we specialize in mobile CRM solutions tailored for car dealerships of all sizes. Our clientele ranges from independently operated used car dealerships to large enterprise-level operations worldwide. Our dedicated technical team consistently seeks innovative solutions, enhancing our clients' capabilities to attract more customers to their dealerships. As a result of these efforts, our clients are able to sell more vehicles and significantly enhance the customer experience. The DealerPeak Evolution encompasses a range of personalized auto dealer desking software and mobile CRM solutions. Each platform has been meticulously crafted to cater to various dealership types, sizes, and scopes. Whether you run a small-town dealership with just a handful of employees or oversee multiple franchise locations, we have designed a CRM software solution that meets your specific requirements. Ultimately, our commitment to innovation and customization ensures that every dealership can thrive in a competitive market. -
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AbacusCloud
AbacusGroup
AbacusCloud is a robust platform designed for VoIP, unified communications, call centers, voice recording, and SIP trunking, specifically catering to medium and large enterprises. It offers impressive scalability, reliability, and geographic redundancy to meet the evolving demands of businesses. Collaborating with top-tier service providers, data centers, Tier 1 carriers, and high-quality SIP endpoints, AbacusCloud stands out in the telecommunications landscape. The platform supports an extensive range of desk phones, softphones, and mobile devices, providing users with advanced voice, video, and wireless capabilities that can be accessed from anywhere, at any time, on any device. AbacusCloud simplifies the VoIP migration process significantly, ensuring seamless connectivity for multiple offices and mobile employees in a cost-effective and incremental manner. In addition, AbacusGroup enhances the experience with a comprehensive suite of omnichannel services, offering a cohesive user experience across different devices, making it perfectly suited for today’s workforce that prioritizes cloud and mobile solutions. This adaptability ensures that organizations can respond swiftly to changing communication needs, thereby enhancing overall productivity. -
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EliteDealers
Elite Dynamics
Take charge of your customer service department comprehensively, handling everything from engineering service tickets to managing the customer portal. Enhance your sales operations from the very first lead to securing appointments and further engagements. Transform your customer relationships with ease while dramatically cutting down on administrative tasks. Access crucial data and information whenever necessary to meet your objectives and foster business expansion. Manage the entire quote, order, and invoicing process seamlessly within your holiday home dealership. Distribute workloads among your engineers, ensuring complete visibility while enabling your team to finish tasks, reassign jobs, or upload images from any device, even without an internet connection. This streamlined approach not only boosts efficiency but also enhances team collaboration and customer satisfaction. -
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Welp CRM
Welp CRM
€35 per user per monthWelp CRM is a dynamic platform seamlessly integrated with the applications you utilize daily. It is meticulously crafted to support sales teams of any scale by consolidating information across various domains such as marketing, post-sales, analytics, and business intelligence, all within one comprehensive tool. This adaptable and multifaceted solution ensures that your team can concentrate on sales by bringing together data from all departments onto one accessible platform, usable from both desktop and mobile devices. The features and workflows can be tailored to fit your specific requirements. Geared towards companies and organizations that prioritize innovation, growth, and continuous business improvement, Welp facilitates effective management of sales, relationships, and contacts effortlessly. Additionally, you will have access to a dedicated consultant who is available to address inquiries and provide support through email and phone communication. With Welp CRM, enhancing your sales strategy becomes a streamlined process that empowers your team to achieve their goals. -
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SAIBAOnline
Simson Softwares Private Limited
SAIBAOnline is an ERP software that effectively integrates and streamlines various departments within an insurance brokerage into a cohesive software platform. Serving as a central hub for information, it ensures smooth data flow throughout the organization, enhancing collaboration and efficiency. Notable features of SAIBAOnline include the ability to access the software both on-site and online. Some key aspects of the application are: 1) An all-encompassing solution that covers everything from Customer Relationship Management (CRM) to Claims management. 2) Integration with online platforms for automated workflows related to Quote and Policy management tracking. 3) A powerful CRM tool that offers straightforward integration, remote access, lead generation, and follow-up tracking capabilities. 4) Extensive Policy Management that accommodates various types of policies. 5) A strong system dedicated to managing renewals effectively. 6) A proficient Brokerage and Claims Management System that enhances overall operational performance. Additionally, the user-friendly interface of SAIBAOnline makes it easy for employees to adapt quickly and leverage its full potential for improved productivity. -
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storm Customer Knowledge System (CKS)
Content Guru
The Customer Knowledge System (CKS) offered by Content Guru serves as a comprehensive CRM tool that aids organizations in efficiently managing knowledge, cases, and ticketing processes. By blending essential CRM functionalities, CKS integrates smoothly into an organization’s communication framework, ultimately enhancing customer engagement and satisfaction. This versatile application can function independently or be easily added to an organization’s existing storm systems, facilitating a rapid implementation process. Designed to be accessed via a web browser, CKS allows users to retrieve information from anywhere at any time, enabling seamless remote work and mobility akin to being at a physical office. Additionally, the platform provides users with the ability to view complete interaction histories for specific contacts in the DTA, which helps in analyzing customer relationships, identifying recurring problems, and simplifies the process for Supervisors to assess customer interactions quickly. Overall, CKS not only improves operational efficiency but also fosters a deeper understanding of customer needs and behaviors. -
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Intiative CRM
ABOnline solutions
$29.00/month/ user Your team seamlessly consolidates all customer interactions, whether in the office or on the go, through this intuitive CRM software that streamlines follow-ups. By entering information just once, you can share it effortlessly with your team, saving precious time and keeping your mind focused. Automatic reminders are built into the system to help you stay organized, while compatibility with tools like Exchange, Outlook 365, Wordpress, Slack, and Jira ensures a smooth workflow in SaaS mode through integrated automation. This unique management tool empowers your contacts to manage their personal information, putting them in control. Designed specifically for your business needs, the CRM software is fully customizable, allowing you to tweak alerts and reminders to fit your preferences. Companies can thus tailor their sales processes to reflect their unique operational style, unlocking the power of data analysis to enhance sales follow-up efficiency. Ultimately, this approach not only simplifies customer management but also enhances overall team collaboration and productivity. -
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EVA ERP/CRM
EVA Software Solutions
$8999.00/year/ user EVA ERP/CRM software effectively oversees a company’s engagement and relationships with both existing and prospective clients, thereby enhancing customer relations. By managing interactions, monitoring leads, and optimizing processes, our ERP/CRM solution aims to boost sales through improved business connections. Establishing strong relationships with customers is critical; however, with potentially hundreds or thousands of interactions, it becomes challenging to recall every conversation detail. EVA ERP/CRM addresses this issue by providing a centralized database that keeps track of customer information, interactions, and analytics, allowing businesses to access vital data from any location at any time. Users can analyze trends, delve into the specifics of their sales pipeline, and create tailored reports for comprehensive insights, ultimately empowering businesses to make informed decisions and foster stronger connections with their customers. -
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Salesforce Financial Services Cloud
Salesforce
When workflows are seamless, trust flourishes. Engage in real-time collaboration, share insights instantly, adhere to compliance requirements, and make informed, rapid decisions from any location with Financial Services Cloud and Slack. Enable senior bankers, analysts, compliance officers, and department heads to cultivate stronger client relationships. Oversee pipelines, collaborate effectively among deal teams, utilize both internal and external data, and guarantee that information reaches the appropriate individuals at the right moment. Transform your banking operations to prioritize customer needs and promote financial well-being. Equip employees to deliver smooth experiences across various channels. Adapt to the digital demands of the industry with multi-channel engagement, innovative product development, and streamlined processes. Issue quotes, handle service requests, and process claims all from a unified cloud platform, ensuring a comprehensive approach to client servicing. This integration not only enhances efficiency but also elevates the overall client experience.